866-339-5095

Client Login

Planning

Planning is a core competency of our business. It allows us to create the blueprint of your financial health.

Monere Investments offers specialized planning for:


Individual planning:

No matter what your goals are, your Wealth Advisor can help you achieve them through the process of planning. Whether you are looking to buy a second home, want to go on the trip of a lifetime, start a business or buy a new car, your Wealth Advisor can design an individualized portfolio to help you achieve your goals.

Retirement planning:

Some people want to work as long as they can, others have a specific retirement age in mind, but it is never too early to start planning for retirement.

Monere Investments, Inc. has a number of retirement planning options available to you, from traditional Individual Retirement Accounts (IRA), Roth IRA, 401a and 403b plans.

College planning:

Educational planning offers more choices and flexibility now with 529 Plans and educational IRAs.  Your Wealth Advisor can help you find the right solution.

Estate Planning:

Now that you are ready to move from wealth accumulation to wealth preservation stage we are here to help you guide you in the right direction. With the help of our experienced estate planning advisors we can develop the right plan for you that will leave a lasting legacy.

Small Business Planning:

Monere Investments, Inc. can help you not only to accumulate funds to start your business, but  also manage your business finances and plan for retirement for you and your employees.